Filed: 5/15/2025ACC: 0001424367-25-000006
📋 What this filing means
VOYA FINANCIAL ADVISORS, INC. filed this quarterly 13F‑HR report disclosing 222 equity positions with a total reported market value of $906.21M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
222
Positions
$906.21M
Total AUM (reported)
10.74M
Total Shares
Allocation by class
COM$161.65M17.8%
LARGE CAP ETF$148.75M16.4%
TOTAL BND MRKT$127.10M14.0%
ALLWRLD EX US$93.20M10.3%
PORTFOLIO LN TSR$48.36M5.3%
USD INV GRDE ETF$47.70M5.3%
CORE S&P500 ETF$39.47M4.4%
Portfolio Concentration
Top 3$369.04M40.7%
4–10$270.74M29.9%
11–25$86.69M9.6%
Rest$179.74M19.8%
Top 3 weight
40.7%
Top 10 weight
70.6%
Voting Authority Distribution
Total shares with voting rights: 10.74M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
10.74M
shares
% of voting shares100.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole0
Shared0
Other222
Dominant voting typeShared · 100.0% of voting shares
Institutional Holdings222
Rows:
VANGUARD INDEX FDS
DFNDShares582.26K
TypeSH
Market value$148.75M
16.41%
Sole
0.00
Shared
582.26K
None
0.00
VANGUARD BD INDEX FDS
DFNDShares1.73M
TypeSH
Market value$127.10M
14.02%
Sole
0.00
Shared
1.73M
None
0.00
VANGUARD INTL EQUITY INDEX F
DFNDShares1.53M
TypeSH
Market value$93.20M
10.28%
Sole
0.00
Shared
1.53M
None
0.00
SPDR SER TR
DFNDShares1.79M
TypeSH
Market value$48.36M
5.34%
Sole
0.00
Shared
1.79M
None
0.00
ISHARES TR
DFNDShares935.54K
TypeSH
Market value$47.70M
5.26%
Sole
0.00
Shared
935.54K
None
0.00
ISHARES TR
DFNDShares70.72K
TypeSH
Market value$39.47M
4.36%
Sole
0.00
Shared
70.72K
None
0.00
VANGUARD INDEX FDS
DFNDShares222.27K
TypeSH
Market value$38.45M
4.24%
Sole
0.00
Shared
222.27K
None
0.00
ISHARES TR
DFNDShares603.68K
TypeSH
Market value$35.14M
3.88%
Sole
0.00
Shared
603.68K
None
0.00
ISHARES TR
DFNDShares335.46K
TypeSH
Market value$34.89M
3.85%
Sole
0.00
Shared
335.46K
None
0.00
VANGUARD BD INDEX FDS
DFNDShares341.50K
TypeSH
Market value$26.72M
2.95%
Sole
0.00
Shared
341.50K
None
0.00
ISHARES TR
DFNDShares201.42K
TypeSH
Market value$15.87M
1.75%
Sole
0.00
Shared
201.42K
None
0.00
MICROSOFT CORP
DFNDShares22.58K
TypeSH
Market value$8.55M
0.94%
Sole
0.00
Shared
22.58K
None
0.00
EXXON MOBIL CORP
DFNDShares59.86K
TypeSH
Market value$7.05M
0.78%
Sole
0.00
Shared
59.86K
None
0.00
ISHARES TR
DFNDShares72.53K
TypeSH
Market value$6.79M
0.75%
Sole
0.00
Shared
72.53K
None
0.00
META PLATFORMS INC
DFNDShares9.61K
TypeSH
Market value$5.54M
0.61%
Sole
0.00
Shared
9.61K
None
0.00
AMAZON COM INC
DFNDShares27.98K
TypeSH
Market value$5.39M
0.59%
Sole
0.00
Shared
27.98K
None
0.00
JPMORGAN CHASE & CO.
DFNDShares21.25K
TypeSH
Market value$5.16M
0.57%
Sole
0.00
Shared
21.25K
None
0.00
PHILIP MORRIS INTL INC
DFNDShares28.92K
TypeSH
Market value$4.49M
0.50%
Sole
0.00
Shared
28.92K
None
0.00
SCHWAB CHARLES CORP
DFNDShares57.04K
TypeSH
Market value$4.44M
0.49%
Sole
0.00
Shared
57.04K
None
0.00
VISA INC
DFNDShares12.31K
TypeSH
Market value$4.22M
0.47%
Sole
0.00
Shared
12.31K
None
0.00
BOOKING HOLDINGS INC
DFNDShares861.00
TypeSH
Market value$3.99M
0.44%
Sole
0.00
Shared
861.00
None
0.00
ELEVANCE HEALTH INC
DFNDShares9.16K
TypeSH
Market value$3.96M
0.44%
Sole
0.00
Shared
9.16K
None
0.00
VANGUARD WHITEHALL FDS
DFNDShares30.17K
TypeSH
Market value$3.85M
0.42%
Sole
0.00
Shared
30.17K
None
0.00
ALPHABET INC
DFNDShares24.57K
TypeSH
Market value$3.79M
0.42%
Sole
0.00
Shared
24.57K
None
0.00
BERKSHIRE HATHAWAY INC DEL
DFNDShares6.84K
TypeSH
Market value$3.60M
0.40%
Sole
0.00
Shared
6.84K
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSDFND | LARGE CAP ETF | 582.26K | SH | $148.75M 16.41% | 0.00 | 582.26K | 0.00 |
VANGUARD BD INDEX FDSDFND | TOTAL BND MRKT | 1.73M | SH | $127.10M 14.02% | 0.00 | 1.73M | 0.00 |
VANGUARD INTL EQUITY INDEX FDFND | ALLWRLD EX US | 1.53M | SH | $93.20M 10.28% | 0.00 | 1.53M | 0.00 |
SPDR SER TRDFND | PORTFOLIO LN TSR | 1.79M | SH | $48.36M 5.34% | 0.00 | 1.79M | 0.00 |
ISHARES TRDFND | USD INV GRDE ETF | 935.54K | SH | $47.70M 5.26% | 0.00 | 935.54K | 0.00 |
ISHARES TRDFND | CORE S&P500 ETF | 70.72K | SH | $39.47M 4.36% | 0.00 | 70.72K | 0.00 |
VANGUARD INDEX FDSDFND | EXTEND MKT ETF | 222.27K | SH | $38.45M 4.24% | 0.00 | 222.27K | 0.00 |
ISHARES TRDFND | CORE S&P MCP ETF | 603.68K | SH | $35.14M 3.88% | 0.00 | 603.68K | 0.00 |
ISHARES TRDFND | CORE S&P SCP ETF | 335.46K | SH | $34.89M 3.85% | 0.00 | 335.46K | 0.00 |
VANGUARD BD INDEX FDSDFND | SHORT TRM BOND | 341.50K | SH | $26.72M 2.95% | 0.00 | 341.50K | 0.00 |
ISHARES TRDFND | IBOXX HI YD ETF | 201.42K | SH | $15.87M 1.75% | 0.00 | 201.42K | 0.00 |
MICROSOFT CORPDFND | COM | 22.58K | SH | $8.55M 0.94% | 0.00 | 22.58K | 0.00 |
EXXON MOBIL CORPDFND | COM | 59.86K | SH | $7.05M 0.78% | 0.00 | 59.86K | 0.00 |
ISHARES TRDFND | MBS ETF | 72.53K | SH | $6.79M 0.75% | 0.00 | 72.53K | 0.00 |
META PLATFORMS INCDFND | CL A | 9.61K | SH | $5.54M 0.61% | 0.00 | 9.61K | 0.00 |
AMAZON COM INCDFND | COM | 27.98K | SH | $5.39M 0.59% | 0.00 | 27.98K | 0.00 |
JPMORGAN CHASE & CO.DFND | COM | 21.25K | SH | $5.16M 0.57% | 0.00 | 21.25K | 0.00 |
PHILIP MORRIS INTL INCDFND | COM | 28.92K | SH | $4.49M 0.50% | 0.00 | 28.92K | 0.00 |
SCHWAB CHARLES CORPDFND | COM | 57.04K | SH | $4.44M 0.49% | 0.00 | 57.04K | 0.00 |
VISA INCDFND | COM CL A | 12.31K | SH | $4.22M 0.47% | 0.00 | 12.31K | 0.00 |
BOOKING HOLDINGS INCDFND | COM | 861.00 | SH | $3.99M 0.44% | 0.00 | 861.00 | 0.00 |
ELEVANCE HEALTH INCDFND | COM | 9.16K | SH | $3.96M 0.44% | 0.00 | 9.16K | 0.00 |
VANGUARD WHITEHALL FDSDFND | HIGH DIV YLD | 30.17K | SH | $3.85M 0.42% | 0.00 | 30.17K | 0.00 |
ALPHABET INCDFND | CAP STK CL A | 24.57K | SH | $3.79M 0.42% | 0.00 | 24.57K | 0.00 |
BERKSHIRE HATHAWAY INC DELDFND | CL B NEW | 6.84K | SH | $3.60M 0.40% | 0.00 | 6.84K | 0.00 |
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